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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,602 | $111,830-19.9% | $93,696-4.4% | $145,884-38.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 68.7%+11.3pp | 80.3%-0.3pp |
| Annual return | 7.83% | 204.08%-196.3pp | 133.74%-125.9pp | 551.85%-544.0pp |
| Employer contribution / active EE | $2,808 | $3,093-9.2% | $2,422+15.9% | $4,662-39.8% |
| Participant deferral / active EE | $7,238 | $4,920+47.1% | $4,417+63.9% | $6,690+8.2% |
| Admin fee / account holder | $1,272 | $10,249-87.6% | $8,287-84.6% | $13,392-90.5% |